MPSIX Mutual Fund

MPSIX Mutual Fund (Principal MidCap S&P 400 Index Fund Institutional Class) is managed by Principal Funds with $303.4M in net assets. MPSIX expense ratio is 0.25%, holding 404 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2001-03-01.

MPSIX performance shows a YTD return of 14.44%. The 1-year return is 20.67% and the 5-year return is 8.21%. MPSIX dividend yield stands at 7.82%, paid annually.

MPSIX top holdings include Twilio Inc. Class A (0.8%), Carpenter Technology Corpcommon Stock (0.8%), Mks Instruments Inc (0.8%), Principal Funds, Inc - Government Money Market Fund - Class R-6 (0.8%), Curtiss-wright Corp (0.8%). Go to all MPSIX holdings, MPSIX sectors, or MPSIX dividends.

MPSIX can be compared against other funds. Use MPSIX overlap to find shared positions, or MPSIX vs another fund for a side-by-side view. MPSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.